China tax change puts PV and battery sourcing in focus

China plans to impose consumption tax on lithium-ion batteries from September 1, 2026, ending the category's 11-year exemption. Reported exemptions through the end of 2028 include sodium-ion, solid-state and fuel cells, plus specified advanced PV cells subject to compliance conditions.

This is a sourcing watchpoint, not a universal price forecast. Export terms, product classification, domestic content, qualifying standards and each factory's product mix can determine whether a quoted cost is exposed to the change.

Ask suppliers to document the quoted product classification, tax assumption and any claimed exemption before fixing price or escalation clauses. SolarXport can help compare solar panel options, energy storage equipment and a project RFQ.

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